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Commented by Mario Hose on March 5th, 2026 | 08:00 CET
Buy when the cannons thunder – Is Glencore, Power Metallic Mines, or Vale next?
The war in the Middle East is shaking up the stock markets – and revealing opportunities that are hardly visible at first glance. While defense stocks are treading water, savvy investors are hunting for returns in a completely different place: the mining sector. Modern missiles, after all, rely on rare metals – and those come straight from the ground. Alongside established giants like Glencore and Vale, a Canadian exploration company with deposits in Québec is gaining attention: Power Metallic Mines. Whether as a direct beneficiary of the arms race, a partner to the green industry, or a potential takeover target, it is a stock worth watching.
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Commented by Stefan Feulner on March 5th, 2026 | 07:35 CET
Equinor, Lahontan Gold, Venture Global – Oil and precious metals poised for a new boom
The geopolitical escalation in the Middle East is sending shock waves through the markets. As the conflict surrounding Iran widens, concerns are growing about massive disruptions in the global energy market. The Strait of Hormuz, through which around 20% of global oil trade passes, is increasingly in the spotlight. While stock markets are reacting nervously, traditional crisis beneficiaries such as oil and the safe-haven metals gold and silver are profiting. Investors are seeking protection from geopolitical risks, inflation, and potential supply bottlenecks. Should the conflict continue to escalate, energy and precious metal stocks could be among the biggest winners in the new geopolitical reality.
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Commented by Nico Popp on March 5th, 2026 | 07:30 CET
Between market panic and profit: What Almonty has in common with Apple and IBM
The war in Iran has long since become a conflagration in the Middle East, including energy price shocks. Trading on Tuesday was particularly typical of this market environment. The day perfectly reflects the psychological state of market participants. Driven by horror stories from the Middle East and concerns about a global energy crisis, many stocks experienced drastic fluctuations. But while many stocks are still under pressure, Almonty's share price revealed a pattern that experienced market participants interpret as a sign of relative strength. After initially falling sharply, the stock stabilized rapidly, pushing the price back up significantly before the close of trading. In periods of extreme uncertainty, investors are not looking for short-term speculation, but rather for companies with a unique market position, a crisis-proof margin structure, and operating potential based on irreplaceable resources. We draw historical comparisons and explain that even heavyweights such as IBM and Apple have had to weather headwinds in the past.
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Commented by Armin Schulz on March 5th, 2026 | 07:25 CET
Gold in the ground, cash on the way: Why Desert Gold is well positioned for the gold boom fueled by the Iran war
When major industry players start writing billion-dollar checks to buy their way into a region, investors should take a closer look. The acquisition of Canadian producer Allied Gold by Chinese giant Zijin Mining for CAD 5.5 billion caused a stir in West Africa at the beginning of the year. But above all, it is a wake-up call for anyone still searching for the gems that the market has overlooked. In the immediate vicinity of the acquired Allied Gold concessions, in the same highly productive Senegal-Mali Shear Zone (SMSZ), lies Desert Gold with a market capitalization of around CAD 35 million. The company owns an impressive 440 sq km of exploration ground within the same highly productive structural corridor that hosts operations owned by Barrick, B2Gold, and Endeavour. Geologically, this is the Champions League. From a valuation standpoint, however, Desert Gold plays in a completely different league. This discrepancy between geological setting and market capitalization forms the core of the investment thesis.
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Commented by Fabian Lorenz on March 5th, 2026 | 07:20 CET
Iran's drones are unstoppable! Volatus Aerospace poised for massive growth!
Images of burning buildings in Dubai, Qatar, and Riyadh are circulating worldwide. With relatively inexpensive drones, Iran is demonstrating just how vulnerable even heavily armed states and major cities are: nothing seems safe – neither military bases nor consulates, neither infrastructure nor residential buildings. While the war in Ukraine has long shown the dominance of unmanned systems, many regions still lack adequate drone defense. This is precisely where Volatus Aerospace comes into play. The Canadian drone specialist is entering the drone defense market while its core business continues to boom - and the stock is on the move again.
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Commented by Armin Schulz on March 5th, 2026 | 07:15 CET
War in focus, silver in the portfolio: Why Newmont, Silver Viper Minerals, and First Majestic Silver are now must-own stocks
The escalating war in Iran has suddenly catapulted precious metals into the center of investor attention. While gold, as a classic crisis hedge, has reached new heights, silver is undergoing an unprecedented revaluation. It combines the security of a precious metal with its irreplaceable role as a high-tech raw material for photovoltaics, e-mobility, and AI infrastructure. Geopolitical supply chain risks are exacerbating an already existing supply deficit, while industrial demand is reaching record levels. Investors are now wondering which companies are best positioned in this environment. We therefore take a look at the strategies of Newmont, Silver Viper Minerals, and First Majestic Silver.
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Commented by Mario Hose on March 5th, 2026 | 07:10 CET
Uranium favorites for 2026: Kazatomprom, Uranium Energy, and Standard Uranium
The global hunger for energy knows no bounds in the spring of 2026, and at the center of it all is a commodity that has been overshadowed for years: uranium. As governments desperately try to meet their climate targets while ensuring grid stability, three different uranium companies are coming into focus for investors. Today, we take a look at the ambitious explorer Standard Uranium, which is currently shaking the ground with its drilling operations in Canada's Athabasca Basin, and compare it with the sedate giant Kazatomprom and the strategic up-and-comer Uranium Energy. It is a story of hopeful drilling, geopolitical power struggles in the East, and the dream of energy independence in the West. Those who bet on the right stock(s) these days could make history, because the cards are being reshuffled in the uranium sector. Immerse yourself in the world of U3O8.
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Commented by André Will-Laudien on March 5th, 2026 | 07:05 CET
Oil and gas: The new gold? Things are heating up at Shell, BP, Pure One, and Oklo
After a long dry spell for oil, it took a war to bring the necessity of fossil fuels back into focus. But let's not get carried away. The world markets are flooded with oil, and the US and Canada have built up so much capacity over the last 20 years that Iran's 4 million barrels of production can easily be offset. "There's plenty of oil" was the response to the repeated peak oil statements following the work of geologist Marion King Hubbert in 1949. Reserves were supposed to be depleted by 2000, but things turned out differently. Today, researchers estimate reserves to last well over 200 years, making it worthwhile for investors to look at oil stocks. There are many alternatives, including those from Pure Hydrogen and Oklo. The Iran crisis presents another opportunity to restructure portfolios.
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Commented by Mario Hose on March 5th, 2026 | 07:00 CET
Hydrogen madness 2.0: Plug Power soars – Could Nel ASA and First Hydrogen follow? Robotics joins the race!
As history shows, those written off often survive longest. On Tuesday, the stock market delivered a dramatic reminder: Plug Power, the US hydrogen pioneer, staged a remarkable comeback. After what felt like an eternity in the "valley of tears" (an experience usually reserved for solar stocks in winter when the sun hardly shines), the shares of US pioneer Plug Power shot up by double digits, shaking off the doldrums and potentially waking the entire hydrogen sector. Investors are now rightly wondering whether this is the long-awaited starting signal for a new, massive rally in the clean energy sector. While the Americans are impressing with bare figures, other players are already positioning themselves with strategies that go far beyond simple fuel cell propulsion. Canadian newcomer First Hydrogen is causing a stir with its strategy. Scandinavian giant Nel ASA is also waiting in the wings, just waiting to be swept up in the new wave of euphoria. In this report, we analyze why the cards are being completely reshuffled in the hydrogen sector and whether we are on the verge of a historic turning point. There is a sense of optimism in the air, with new technologies and a profit opportunity that many had already written off. Read on, because the momentum we are currently experiencing could keep the markets on tenterhooks for the rest of the year.
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Commented by André Will-Laudien on March 4th, 2026 | 07:35 CET
High volatility, electrifying opportunities! Stellantis, NEO Battery Materials, and DroneShield on the move
A drop of 1,000 points in the DAX, now that is quite something. It is not surprising that some stocks are no longer stable, but it also shows the relative stability compared to larger volatility swings. Experts refer to this relative market risk as the beta factor. The lower this value, the more stable the stock. In a vulnerable environment of geopolitical upheaval, the impact of operational announcements is also noteworthy. Stellantis, for example, took a 25% hit on less-than-good news of a restructuring, while DroneShield is seeing strong gains due to a collaboration with the Australian Department of Defense. NEO Battery Materials is making steady progress in measurable and scalable ways, and capacities are now being adjusted to handle potential defense orders in the medium term. Extremely exciting!
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